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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Coniagas Grants Stock Options
February 11, 2025
Tickers
COS
Tags
Coniagas Battery Metals Inc/
#Mining
XTSX:COS
From
TheNewswire.com - RSS (Media)
[Video Enhanced] Dolly Varden Silver Hits Multiple Gold-Rich Zones at Homestake
February 06, 2025
Tickers
DOLLF
DV
Tags
XTSX:DV
Dolly Varden Silver Corporation
XOTC:DOLLF
From
TheNewswire.com - RSS (Media)
Coniagas Engages Laurentia Exploration for Drill Program on its near surface and extensive Ni-Cu-Co-PGM Massive Sulfide Mineralization Zones at Graal
February 03, 2025
Tickers
COS
Tags
XTSX:COS
#Mining
Coniagas Battery Metals Inc/
From
TheNewswire.com - RSS (Media)
REV Exploration Corp. Commences Trading As "REVX" on TSX Venture Exchange
February 03, 2025
Tickers
REVX
Tags
REV Exploration Corp/
#Mining
XTSX:REVX
From
TheNewswire.com - RSS (Media)
Element79 Provides Corporate Updates
January 30, 2025
Tickers
ELEM
ELMGF
Tags
XFRA:7YS
PINX:ELMGF
Element79 Gold Corp/
From
TheNewswire.com - RSS (Media)
ZincX Enters into Convertible Loan Agreement
January 27, 2025
Tickers
ZNX
Tags
XFRA:M9R
XTSX:ZNX
#Mining
From
TheNewswire.com - RSS (Media)
P2 Solar Announces Revocation of the Cease Trade Order by British Columbia Securities Commission
January 27, 2025
Tickers
PTOS
Tags
XOTC:PTOS
P2 Solar, Inc/
#AlternativeEnergy
From
TheNewswire.com - RSS (Media)
Tight Drill Spacing at West Red Lake Gold's McVeigh Zone Adds High-Confidence Ounces to Mine Restart Plan
January 23, 2025
Tickers
WRLG
WRLGF
Tags
#Mining
XTSX:WRLG
XTSX:WRLG/V
From
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Falcon Files NI 43-101 Technical Report for Integrated Development Plan to Produce Anode Material
January 23, 2025
Tickers
FLCN
Tags
Falcon Energy Materials plc
#Mining
XTSX:FLCN
From
TheNewswire.com - RSS (Media)
Rockland Resources Corrects Total Option Amount Announced Earlier Today
January 23, 2025
Tickers
RKL
Tags
XCNQ:RKL
#Mining
Rockland Resources Ltd/
From
TheNewswire.com - RSS (Media)
CULT Food Science Subsidiary Further Foods Announces Expansion of Noochies! International Distribution
January 16, 2025
Tickers
CULT
CULTF
Tags
Cult Food Science Corp/
#Mining
XOTC:CULTF
From
TheNewswire.com - RSS (Media)
Rockland Resources Announces Closing of Debt Settlement
January 14, 2025
Tickers
RKL
Tags
XCNQ:RKL
#Mining
Rockland Resources Ltd/
From
TheNewswire.com - RSS (Media)
Terra Clean Energy Announces Change of Auditor
January 14, 2025
Tickers
TCEC
Tags
#Mining
XOTC:TCEFF
Terra Clean Energy Corp/
From
TheNewswire.com - RSS (Media)
Update on Granada Gold Mine Restauration Plan
January 13, 2025
Tickers
GBBFF
GGM
Tags
XOTC:GBBFF
XTSX:GGM
Granada Gold Mine Inc/
From
TheNewswire.com - RSS (Media)
Element79 Announces Proposed Spin Out and Merger
January 13, 2025
Tickers
ELEM
ELMGF
Tags
#Mining
XOTC:ELMGF
XFRA:7YS
From
TheNewswire.com - RSS (Media)
Silver, Gold, Base-metals: Dolly Varden Silver is Now Closer to Joining Two Deposits
January 09, 2025
Tickers
DOLLF
DV
Tags
XTSX:DV
Dolly Varden Silver Corporation
XOTC:DOLLF
From
TheNewswire.com - RSS (Media)
[Video Enhanced] West Red Lake Gold PFS Projects 255% Internal Rate of Return (IRR)
January 09, 2025
Tickers
IRR
WRLG
WRLGF
Tags
XOTC:WRLGF
West Red Lake Gold Mines Ltd/
XTSX:WRLG/V
From
TheNewswire.com - RSS (Media)
Braille Energy Systems Inc. Teams with Home Service Industry Leader Enercare to Bring Electrafy Home Back-Up Power System to Canadian Market
January 08, 2025
Tickers
BES
Tags
#AlternativeEnergy
XTSX:BES
#Manufacturing
From
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PureWave Hydrogen Provides Update on the Lily Rock Hydrogen Project and the Surrounding Play Area in Kansas, USA
January 08, 2025
Tickers
PWH
Tags
XTSX:PWH
PureWave Hydrogen Corp/
#Mining
From
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[Video Enhanced] West Red Lake Gold Raises CND$50 Million of Non-Dilutive Capital
January 06, 2025
Tickers
WRLG
WRLGF
Tags
XOTC:WRLGF
West Red Lake Gold Mines Ltd/
XTSX:WRLG/V
From
TheNewswire.com - RSS (Media)
Lake Winn Announces Closing Of Private Placement
December 31, 2024
Tickers
LWR
Tags
Lake Winn Resources Corp/
XTSX:LWR/H
PINX:EQTXF
From
TheNewswire.com - RSS (Media)
China Gold International Resources Provides 2024 Preliminary Full Year Production Results & An Outline of the Long-Term Development Plan for the Jiama Mine
December 29, 2024
Tickers
CGG
Tags
#Mining
XTSE:CGG
China Gold International Resources Corp/ Ltd/
From
TheNewswire.com - RSS (Media)
Muzhu Announces Flow-Through Private Placement
December 27, 2024
Tickers
MUZU
Tags
XFRA:Y33
#Mining
XCNQ:MUZU
From
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Falcon Announces Positive Results of Preliminary Economic Assessment for Integrated Development Plan to Produce Anode Material
December 23, 2024
Tickers
FLCN
Tags
XTSX:FLCN
#Mining
Falcon Energy Materials plc
From
TheNewswire.com - RSS (Media)
Rocky Mountain Clean Fuels Inc. Secures APIP Grant Advancing Revolutionary Synthetic Fuel Technology in Alberta
December 11, 2024
Tags
#AlternativeEnergy
#Mining
Rocky Mountain Clean Fuels Inc/
From
TheNewswire.com - RSS (Media)
Golden Star Capital Ventures Inc. Announces Extension to Complete Non Brokered Private Placement
December 09, 2024
Tags
#Mining
Golden Star Capital Ventures Inc/
XTSX:GCV/P
From
TheNewswire.com - RSS (Media)
Granada Gold Mine Estimates a cost of 1,200 US Dollars per Ounce of Gold for Potential 2027 Custom Milling.
December 09, 2024
Tickers
GBBFF
GGM
Tags
PINX:GBBFF
#Mining
XTSX:GGM/V
From
TheNewswire.com - RSS (Media)
Mine Restart Readiness: West Red Lake Gold Creates Direct Route from Mine to Mill
December 09, 2024
Tickers
WRLG
WRLGF
Tags
West Red Lake Gold Mines Ltd/
XTSX:WRLG/V
XTSX:WRLG
From
TheNewswire.com - RSS (Media)
Quri-Mayu Announces Extension of Private Placement
December 09, 2024
Tickers
QURI
Tags
XTSX:QURI
Quri/Mayu Resources Developments Ltd/
#Mining
From
TheNewswire.com - RSS (Media)
Granada Gold Mine Estimates a cost of 1,200 US Dollars per Ounce of Gold for Potential 2027 Custom Milling
December 09, 2024
Tickers
GBBFF
GGM
Tags
XOTC:GBBFF
Granada Gold Mine Inc/
XTSX:GGM
From
TheNewswire.com - RSS (Media)
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